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Michael D. Kotila, CFP

President of Financial Planning

Financial Services

    Michael joined Olson Wealth Group in 2014 to help clients understand the complexities of financial planning. As President of Financial Planning and a CERTIFIED FINANCIAL PLANNER PRACTITIONER™, Michael applies a holistic approach to managing clients’ financial portfolios.

    Michael is an avowed people-person with a life-long passion for numbers. He has a talent for focusing on the big picture with an eye towards managing the important details. “Many issues are interconnected and can be extremely important, even if they don’t appear to be urgent,” he explains. “For example, a goal for saving often includes education and/or retirement. This generally involves investing, which can lead to asset accumulation. This in turn can create a need for protection, tax, distribution and succession planning.”

    Michael brings more than a decade of financial planning and services industry experience to the Olson Wealth Group team. He earned a Bachelor of Science degree from Lehigh University’s College of Business and Economics, in 2003. In 2006, he received his CFP® designation from the American College. CFP® certification is a recognized financial planning industry standard of excellence, which requires individuals to meet rigorous professional standards.

    Michael’s family includes Jennifer, his wife, and their infant son, Calvin. They also recently opened their Chanhassen home and hearts to Simba, a rescued terrier mix. Avid golfers, the couple can usually be found at Olympic Hills Golf Club during warmer months. Michael also enjoys skiing, cooking, watching sports, traveling and spending quality time at their Nisswa cabin.

     

    Securities offered through LPL Financial. Member FINRA/SIPC.
    Check the background of this investment professional on FINRA’s BrokerCheck.

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